Preliminary Remarks
The Merchant Checkout makes it possible to place an order for a customer in the Merchant Backend. As soon as the Merchant Checkout has been started, it can be interrupted at any time and reopened for processing from any menu item by clicking on the checkout symbol that appears on the right-hand side of the screen (green shopping cart). This is the case until the process is either canceled or completed.
For information on how a third-party order works, click here .
Start Merchant Checkout and Select Invoice Customer
Select the customer who wants to place the order and open it in the detail view.
Click on Checkout in the action bar. A dialog box opens.
If one or more invoice addresses already exist, select the desired invoice address or create a new invoice address.
The Merchant Checkout interface opens. By checking the box under Invoice customer, you can set whether the customer should receive an invoice by e-mail or not.
Add Products
Click on Add Offer. A dialog box opens.
Select an Offer* using the drop-down menu.
Determine the Quantity* of the offer selected above.
After saving, more offers and bonuses can be added or removed.
Note:
If an issue-based subscription has been added, no further offers can be added.
If a time-based subscription has been added, an issue-based subscription cannot be added.
Add Delivery Customer
The invoice customer can be selected as Delivery customer, or alternatively, another customer (external order) can be added via the customer search.
Click on search to be navigated to the Customers menu item.
Select a customer from the list and open it in the detail view.
In the action bar, click on Take user as delivery customer.
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In the dialog window, select an existing delivery address or create a new delivery address.
The system navigates back to the Merchant Checkout.
If desired, further delivery customers can be added now.
Each delivery customer can be given a discount. This discount applies to all offers included in this order.
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Add Payment Method
Click on Choose payment method.
All payment methods that the customer has already stored in their customer account appear in the dialog window.
Select the desired payment method.
Note:
If an order exceeds the amount of €10,000, only invoice or credit card can be selected as the payment method.
If orders exceed the amount of €100,000, payment can only be made by invoice, as most payment providers do not support this amount.
Add Sales IDs
You can optionally add sales IDs (additional data) to each order. If there are several active sales IDs, a value can be selected for each one.
Note: Sales IDs (additional data) must have been created beforehand.
The data is then available on the order in the tab Additional Data.
Add Settings
The following settings can be made here:
Order Indicator
Date of purchase
The purchase date may only be a maximum of one accounting period in the past and not after the date of the next booking. If this field is left blank, the purchase date corresponds to the time of purchase. This option is only available for subscriptions.Next booking
If this field is left blank, the calculation starts from the date of purchase. This option is only available for subscriptions.
Note: If an issue-based subscription has been selected, the fields Date of Purchase and Next booking cannot be edited.
The entries must be actively saved via Save changes before you can continue with the order.
Complete Purchase
Once all the data has been entered, it must be checked again by clicking on Check data before the order can be completed.
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All data is summarized again. The purchase can be edited or canceled via the action bar.
If an issue-based subscription has been selected, for which past and/or future issues have previously been set to be selected in the checkout, this can be done in this step.
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If all data is correct, click on Purchase in the right-hand corner to complete the purchase process. Once the order has been successfully completed, the customer's order overview opens.